Wealth First Portfolio Managers Company Description
Wealth First Portfolio Managers Limited provides share and stock broking services in India.
It engages in the distribution of mutual funds; trades in government securities; and offers demat, portfolio management, and depository participant services.
The company’s products include fixed deposits, treasury and direct bonds, taxable and tax-free bonds, direct equities, PMS, unlisted securities, AIFs, and insurance and pension products.
In addition, it offers investment strategizing asset research, asset allocation, trade-execution-broking, tax and retirement planning, treasury management, portfolio review and accounting, and inheritance planning services.
Further, the company invests in, buys, sells, and deals in various securities and other related activities.
The company was founded in 1990 and is based in Ahmedabad, India.
| Country | India |
| Founded | 1990 |
| Industry | Investment Advice |
| Employees | 80 |
| CEO | Ashish Shah |
Contact Details
Address: Capitol House Ahmedabad, 380015 India | |
| Phone | 91 79 4024 0000 |
| Website | wealth-firstonline.com |
Stock Details
| Ticker Symbol | 544536 |
| Exchange | Bombay Stock Exchange |
| Fiscal Year | April - March |
| Reporting Currency | INR |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Ashish Shah | Chief Executive Officer |
| Dhiren Parikh | Chief Financial Officer |
| Manish Kansara | Chief Operating Officer |